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New Portfolio - New Portfolio
Lisa Cassidy
New PortfolioIndividual Investor
Ranked #421,478 out of 747,498 TipRanks' Investors
Success Rate
357 out of 926
profitable transactions
profitable transactions
Average Return
-6.11%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 18.64%
6-Month Return▲ 38.34%
12-Month Return▲ 23.29%
YTD Return▲ 23.24%
Total Return▼ 42.22%
Best Trade
Bio
I am retired and I enjoy watching the stock markets, I'm still trying to learn when to buy and sell or hold
Performance
25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 6.59%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 7.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 19.45%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.34%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.95%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.56%
May 2024
▼ 2.25%
▲ 3.53%
▼ 6.72%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 18.38%
Jul 2024
▲ 5.14%▲ 4.57%▲ 6.59%
▼ 1.87%▲ 1.59%▼ 7.40%
▲ 14.08%▲ 5.22%▲ 19.45%
▲ 5.05%▲ 3.27%▲ 1.34%
▼ 12.40%▼ 4.03%▼ 9.95%
▲ 11.46%▲ 5.06%▲ 10.56%
▼ 2.25%▲ 3.53%▼ 6.72%
▲ 25.65%▲ 0.88%▲ 18.38%
Recent Activity
STMicroelectronics
0%
0.00%
1
Open
Jul 19, 2024
Evolv Technologies Holdings
0.19%
▼ 0.32%
1
Open
Jul 18, 2024
Chipotle
0%
▼ 7.85%
2
Sell
Jul 17, 2024
Main Street Capital
0.99%
▲ 27.52%
25
Buy
Jul 16, 2024
Permian Basin
0.32%
▼ 22.08%
9
Buy
Jul 16, 2024
Farmland
0.52%
▼ 5.57%
7
Buy
Jul 16, 2024
Commercial Metals Company
0.84%
▲ 14.91%
8
Buy
Jul 11, 2024
Hims & Hers Health
0.67%
▲ 55.35%
3
Buy
Jul 11, 2024
Alarum Technologies
0%
▼ 32.61%
2
Sell
Jul 11, 2024
Symbotic
0.37%
▲ 87.33%
8
Sell
Jul 10, 2024
UiPath
0.23%
▼ 33.16%
4
Open
Jul 10, 2024
UDR
0.8%
▲ 2.14%
1
Open
Jul 10, 2024
YieldMax TSLA Option Income Strategy ETF
0.4%
▲ 6.28%
14
Buy
Jul 09, 2024
Knightscope Inc Class A
0.1%
▼ 17.98%
2
Buy
Jul 09, 2024
Stem Inc
―
▼ 73.29%
12
Close
Jul 02, 2024
Coupang
0.43%
▼ 3.40%
1
Open
Jul 02, 2024
Gladstone Land
0.35%
▼ 12.46%
15
Buy
Jul 01, 2024
Schrodinger
0.83%
▲ 2.52%
2
Buy
Jul 01, 2024
Devon Energy
0.73%
▲ 3.65%
3
Buy
Jul 01, 2024
Astera Labs, Inc.
―
▼ 14.69%
2
Close
Jul 01, 2024